POWERED BY MOMENTUM MEDIA
EQUITIES
Funds management
The single stock limit of a fund is important to consider when it comes to how concentrated a fund should be, according to Datt Capital....
Funds management
There is a continuing disruption to retail, media, healthcare, and consumer product businesses, and companies will need to keep pace with their execution and strategy. ...
Funds management
Investors Mutual has been a victim of China’s ban on coal imports with one of its resources holdings having downgraded its profit expectations as a result of the ban. ...
Funds management
The companies that offer the greatest risk for investors in 2021 are the same companies that provided the greatest return for investors in 2020, according to State Street...
Funds management
Early purchases of stocks in recovery sectors such as travel has helped the Prime Value Emerging Opportunities fund to deliver returns of more than 20%, making it one of ...
Funds management
Afterpay is bigger than Telstra which a symptom of an excess in markets and speculative activity which focuses on non-earning stocks, according to Schroders....
Funds management
As there is insufficient liquidity in markets to compensate for the volatility, investors should look to owning some longer dated government bonds and other high-yielding...
Funds management
Although the sector only had an average return of 1.8%, the performance of funds varied greatly....
Funds management
Non-US regions stocks having attempted to dominate the US, growth and technology themes across the global equity sector, according to BetaShares....
Financial planning
Seeking diverse sources of return, managing risk and developing a comparative advantage, will be the three major themes for investors in 2021, according to Willis Towers ...
Funds management
According to a survey, 80% of institutional investors believe the market has underestimated the impact of the COVID-19 pandemic and only one in five expect a full economi...
Funds management
Whether actively managed or passive, no fund in the Australian equity income sector has managed to overcome low interest rates and dividend cuts to post positive returns....
Funds management
It is important to think of opportunities outside of the major stocks as the market may struggle and move sideways in the next three to five years, according to Avenir....
Funds management
The successful trial of two COVID-19 vaccines plus the election of Joe Biden as US president-elect has led to the “most bullish” fund manager sentiment all year....
Funds management
While initial public offering listings have fallen overall this year, one firm which went ahead with its Australian Securities Exchange float has returned 200% since its ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...